Legg Mason’s Vanguard Large-Cap ETF VV Stock Holding History

Legg Mason’s Portfolio VV Stock Details VV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-44	Closed	-$5K	–	17
2016 Q4	$5K	Buy	44 +25	+132%	+$2.5K	0.6%	10
2016 Q3	$2K	Buy	+19	New	+$1.88K	0.02%	22

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SBSB

Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

Legg Mason's VV Position: Q1 2017 in Review

Legg Mason sold out of Vanguard Large-Cap ETF (VV) in Q1 2017, closing a stake of 44 shares — an estimated $5K sold.

Legg Mason first reported a position in VV in Q3 2016 and held it in 2 quarters. The position peaked at $5K in Q4 2016. 350 funds tracked by Wall St. Rank hold VV as of Q1 2017.

Legg Mason reported no remaining Vanguard Large-Cap ETF position as of Q1 2017 after selling out during the quarter.
Legg Mason sold 44 Vanguard Large-Cap ETF shares in Q1 2017, an estimated $5K.
Legg Mason first reported a position in Vanguard Large-Cap ETF in Q3 2016 and held it in 2 quarters.
Legg Mason's Vanguard Large-Cap ETF position peaked at $5K in Q4 2016.
350 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2017.

Based on Legg Mason's 13F filing for Q1 2017, filed 15 May 2017.